See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,295 | $80,968-41.6% | $96,544-51.0% | $75,163-37.1% |
| Participation rate | 76.8% | 71.8%+5.0pp | 76.0%+0.8pp | 67.2%+9.6pp |
| Annual return | 12.07% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $6,008 | $2,282+163.3% | $2,965+102.6% | $2,670+125.0% |
| Participant deferral / active EE | $11,347 | $3,928+188.9% | $4,851+133.9% | $4,125+175.1% |
| Admin fee / account holder | $11,235 | $6,724+67.1% | $8,252+36.1% | $5,651+98.8% |